With Affluity, you have 24-hour access to a personal portal. You can view and edit your portfolios and add funds in just a few clicks. We have created a superior reporting suite for your portfolio which is updated daily. From here you can view the performance or your portfolio, asset allocation, portfolio holdings, transaction data and geographical exposure to name a few. It’s good to check in from time to time, but remember, investing is a long-term strategy.

A common misconception of a data-driven approach is that it is a “black box,” with trades being executed by a completely autonomous machine that will eventually lead to investment disaster. However, in reality, human intellect is central to a data-driven process, though the primary skill sets may differ from traditional discretionary investing. Data scientists, mathematicians and investment professionals are essential to our process. We cannot find new insights and create models that can capture them without the skill of human experts.

Yes, we are licensed and regulated by the Jersey Financial Services Commission (JFSC).

Expected returns are difficult to predict. We keep a firm focus on the things we can control such as fees, diversification and emotions which is central to our process. Returns will build over the longer term, the key is to stay invested in order to build wealth.